EP Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Buy |
14,847
+735
| +5% | +$374K | 0.05% | 211 |
|
|
2025
Q1 | $4.98M | Sell |
14,112
-48
| -0.3% | -$16.9K | 0.04% | 222 |
|
|
2024
Q4 | $4.85M | Buy |
14,160
+1,214
| +9% | +$415K | 0.04% | 223 |
|
|
2024
Q3 | $3.63M | Sell |
12,946
-4,235
| -25% | -$1.19M | 0.03% | 258 |
|
|
2024
Q2 | $6.58M | Buy |
17,181
+12,138
| +241% | +$4.65M | 0.07% | 155 |
|
|
2024
Q1 | $1.62M | Buy |
5,043
+1,818
| +56% | +$583K | 0.02% | 297 |
|
|
2023
Q4 | $823K | Buy |
3,225
+1,013
| +46% | +$259K | 0.01% | 401 |
|
|
2023
Q3 | $370K | Sell |
2,212
-40,602
| -95% | -$6.79M | 0.01% | 514 |
|
|
2023
Q2 | $439K | Buy |
42,814
+22,160
| +107% | +$227K | 0.01% | 494 |
|
|
2023
Q1 | $4.13M | Buy |
20,654
+17,856
| +638% | +$3.57M | 0.07% | 153 |
|
|
2022
Q4 | $295K | Buy |
+2,798
| New | +$295K | 0.01% | 471 |
|
|
2022
Q3 | – | Sell |
-2,487
| Closed | -$419K | – | 392 |
|
|
2022
Q2 | $419K | Buy |
2,487
+88
| +4% | +$14.8K | 0.01% | 411 |
|
|
2022
Q1 | $545K | Buy |
2,399
+200
| +9% | +$45.4K | 0.01% | 365 |
|
|
2021
Q4 | $450K | Sell |
2,199
-674
| -23% | -$138K | 0.01% | 374 |
|
|
2021
Q3 | $706K | Buy |
2,873
+140
| +5% | +$34.4K | 0.02% | 281 |
|
|
2021
Q2 | $687K | Buy |
2,733
+40
| +1% | +$10.1K | 0.02% | 286 |
|
|
2021
Q1 | $491K | Buy |
2,693
+1,693
| +169% | +$309K | 0.02% | 322 |
|
|
2020
Q4 | $212K | Buy |
+1,000
| New | +$212K | 0.01% | 401 |
|